What is Cognition?

Cognition's AI agent Devin went from authoring 17% of internal code commits in January 2026 to 89% by late May, roughly doubling each month.

“In January 17% of their internal code was committed by Devon. That proportion doubled to 33% in February, doubled again to 76% in March, and is now at 89%.”

Cognition's Devin agent is worth tracking as a leading indicator of AI-driven software development adoption, with internal code authorship nearing 90% in under 5 months.

“In January 17% of their internal code was committed by Devon. That proportion doubled to 33% in February, doubled again to 76% in March, and is now at 89%.”

Gabriel Vasquez explains why AI-focused companies find early traction in emerging markets: enterprises there are highly motivated to adopt AI fast and have far fewer competing providers to choose from.

“We also seen the cases of really hot companies in Silicon Valley like Cognition where their early go to market was actually Brazil and it represent their really high share of their revenue early on because this these companies or these enterprises really desire to adopt AI as quickly as possible and they don't they don't get as many providers to do that.”

Cognition (Silicon Valley AI company) generated a notably high share of early revenue from Brazilian enterprise customers, suggesting emerging markets as a viable early go-to-market for hot AI startups.

“We also seen the cases of really hot companies in Silicon Valley like Cognition where their early go to market was actually Brazil and it represent their really high share of their revenue early on because this these companies or these enterprises really desire to adopt AI as quickly as possible and they don't they don't get as many providers to do that.”

Jake Paul's growth fund holds positions in SpaceX, OpenAI, Anthropic, Andal, Etched, and Cognition, spanning frontier AI and compute.

“A lot of the tier one names, maybe all the tier one names. but andal, etched, cognition, spacex, open AI, anthropic.”

Gavin Baker on AI destroying value at the application layer

“AI has net destroyed. Even if you count cursor cognition, the most successful AI natives, value has been trillions of dollars of value has been destroyed by AI at the application layer.”

AI has net destroyed trillions of dollars of value at the application layer, even after accounting for standout successes like Cursor and Cognition.

“AI has net destroyed. Even if you count cursor cognition, the most successful AI natives, value has been trillions of dollars of value has been destroyed by AI at the application layer.”

Cognition is flagged as a likely hyperscaler acquisition target at a valuation of 60 to 100 billion dollars within 6 to 12 months.

“I wouldn't be surprised if within the next 6 to 12 months, we see one of the hyperscalers preempt Cognition and offer to acquire them for 60 to 100 billion in stock.”